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Empire State Realty Series ES
ESBA

Overview Fund Activity

42 hedge funds and large institutions have $11.2M invested in Empire State Realty Series ES in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$350K
2
BA
2
Bard Associates
Illinois
$293K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$180K
4
BJL
4
Brighton Jones LLC
Washington
$156K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$138K

Top Sellers

1
MA
1
Montag & Associates
Georgia
$100K
2
NWM
2
Northcape Wealth Management
New York
$0
3
BAAM
3
Baker Avenue Asset Management
California
$163K
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$302K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$876K
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
1
North Star Investment Management
Illinois
$964K 94,631 – –
SFG
2
Sterling Financial Group
California
$951K 93,409 – –
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$876K 86,082 -3,576 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$592K 58,143 +69 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$592K 58,116 -2,999 -5%
Corient Private Wealth
6
Corient Private Wealth
Florida
$580K 56,972 -650 -1%
WIC
7
Woodmont Investment Counsel
Tennessee
$368K 36,147 – –
CCWM
8
Cassaday & Co Wealth Management
Virginia
$364K 35,727 +122 +0.3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$356K 35,000 – –
Bank of America
10
Bank of America
North Carolina
$350K 34,411 +34,411 New
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$302K 29,659 -4,586 -13%
Cerity Partners
12
Cerity Partners
New York
$300K 29,508 – –
DSN
13
D. Scott Neal
Kentucky
$295K 29,000 – –
BA
14
Bard Associates
Illinois
$293K 28,778 +28,778 New
Wells Fargo
15
Wells Fargo
California
$269K 26,424 -66 -0.2%
OC
16
Oppenheimer & Co
New York
$251K 24,692 – –
JLBC
17
J.L. Bainbridge & Co
Florida
$246K 24,206 – –
SAM
18
Silvercrest Asset Management
New York
$194K 19,032 – –
TIM
19
Tortoise Investment Management
New York
$192K 18,897 – –
Creative Planning
20
Creative Planning
Kansas
$183K 17,977 – –
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$180K 17,692 +17,692 New
Citadel Advisors
22
Citadel Advisors
Florida
$177K 17,352 +4,960 +40%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$175K 17,212 – –
AC
24
Apella Capital
Connecticut
$175K 17,206 – –
WFAG
25
Wescott Financial Advisory Group
Pennsylvania
$167K 16,408 – –
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